VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,687 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $772,369 | +18.0% | 4,971 | +23.4% | 0.21% | +18.8% |
| Q2 2023 | $654,381 | -6.1% | 4,029 | -11.0% | 0.18% | -17.0% |
| Q1 2023 | $697,002 | +1.6% | 4,526 | +0.2% | 0.21% | -6.6% |
| Q4 2022 | $685,975 | +7.7% | 4,517 | -4.1% | 0.23% | -3.0% |
| Q3 2022 | $637,000 | -14.2% | 4,711 | +2.9% | 0.23% | -0.4% |
| Q2 2022 | $742,000 | 0.0% | 4,578 | 0.0% | 0.24% | 0.0% |
| Q1 2022 | $742,000 | -3.5% | 4,578 | +2.3% | 0.24% | -11.3% |
| Q4 2021 | $769,000 | +104.0% | 4,475 | +82.5% | 0.26% | +72.1% |
| Q3 2021 | $377,000 | +0.8% | 2,452 | +1.5% | 0.15% | -9.9% |
| Q2 2021 | $374,000 | +1.1% | 2,415 | -4.1% | 0.17% | -12.8% |
| Q1 2021 | $370,000 | -40.1% | 2,517 | -42.9% | 0.20% | -46.6% |
| Q4 2020 | $618,000 | +9.8% | 4,407 | +0.7% | 0.37% | -17.0% |
| Q3 2020 | $563,000 | -50.0% | 4,378 | -9.0% | 0.44% | +3.8% |
| Q2 2020 | $1,126,000 | +75.4% | 4,813 | -22.5% | 0.43% | -27.3% |
| Q1 2020 | $642,000 | -16.8% | 6,207 | -3.8% | 0.59% | +9.3% |
| Q4 2019 | $772,000 | 0.0% | 6,455 | 0.0% | 0.54% | +0.4% |
| Q3 2019 | $772,000 | +4.2% | 6,455 | +0.3% | 0.53% | +1.9% |
| Q2 2019 | $741,000 | +0.4% | 6,434 | -4.4% | 0.52% | -4.4% |
| Q1 2019 | $738,000 | +12.0% | 6,732 | 0.0% | 0.55% | -3.5% |
| Q4 2018 | $659,000 | – | 6,732 | – | 0.57% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hubbell Strickland Wealth Management, LLC | 356,040 | $55,296,939 | 33.12% |
| Mosaic Advisors LLC | 217,683 | $33,823,613 | 30.96% |
| 360 Financial, Inc. | 302,289 | $46,824,505 | 29.13% |
| DAN L DUNCAN FOUNDATION | 105,146 | $16,337,585 | 27.25% |
| Family Investment Center, Inc. | 259,500 | $40,321,083 | 24.35% |
| Mercer Investments LLC | 92,891 | $14,433,404 | 23.09% |
| Valence8 US LP | 215,549 | $33,492,004 | 21.19% |
| EWA, LLC | 163,318 | $25,952,926 | 16.82% |
| McCarthy Asset Management, Inc. | 133,487 | $20,741,161 | 15.22% |
| FIDELIS iM, LLC | 161,469 | $25,089 | 14.70% |